UBS Group’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.54K | Sell |
100
-115,800
| -100% | -$4.16M | ﹤0.01% | 9176 |
|
|
2026
Q1 | $4.11M | Sell |
115,900
-140,200
| -55% | -$5.39M | ﹤0.01% | 4276 |
|
|
2025
Q4 | $11.4M | Buy |
256,100
+39,700
| +18% | +$1.65M | ﹤0.01% | 3152 |
|
|
2025
Q3 | $8.73M | Sell |
216,400
-1,100
| -0.5% | -$42.5K | ﹤0.01% | 3459 |
|
|
2025
Q2 | $7.53M | Buy |
217,500
+210,000
| +2,800% | +$6.87M | ﹤0.01% | 3419 |
|
|
2025
Q1 | $269K | Buy |
+7,500
| New | +$266K | ﹤0.01% | 6337 |
|
|
2023
Q2 | – | Sell |
-170,000
| Closed | -$3.82M | – | 9321 |
|
|
2023
Q1 | $3.82M | Sell |
170,000
-35,000
| -17% | -$1.04M | ﹤0.01% | 2783 |
|
|
2022
Q4 | $6.3M | Buy |
205,000
+50,000
| +32% | +$1.99M | ﹤0.01% | 2273 |
|
|
2022
Q3 | $6.81M | Sell |
155,000
-60,900
| -28% | -$2.93M | ﹤0.01% | 2095 |
|
|
2022
Q2 | $10.1M | Buy |
215,900
+110,900
| +106% | +$6.32M | ﹤0.01% | 1818 |
|
|
2022
Q1 | $6.86M | Hold |
105,000
| – | – | ﹤0.01% | 2246 |
|
|
2021
Q4 | $7.17M | Sell |
105,000
-200
| -0.2% | -$14.1K | ﹤0.01% | 2458 |
|
|
2021
Q3 | $7.23M | Buy |
105,200
+60,200
| +134% | +$3.93M | ﹤0.01% | 2302 |
|
|
2021
Q2 | $2.83M | Hold |
45,000
| – | – | ﹤0.01% | 3241 |
|
|
2021
Q1 | $2.8M | Buy |
+45,000
| New | +$2.49M | ﹤0.01% | 3211 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$129K | – | 8134 |
|
|
2019
Q2 | $129K | Hold |
2,000
| – | – | ﹤0.01% | 5212 |
|
|
2019
Q1 | $117K | Buy |
2,000
+1,000
| +100% | +$59.2K | ﹤0.01% | 4954 |
|
|
2018
Q4 | $51K | Buy |
+1,000
| New | +$60.8K | ﹤0.01% | 6075 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$154K | – | 8015 |
|
|
2017
Q4 | $154K | Buy |
+2,000
| New | +$151K | ﹤0.01% | 5096 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$131K | – | 7843 |
|
|
2017
Q1 | $131K | Buy |
+2,000
| New | +$137K | ﹤0.01% | 4922 |
|
|
2016
Q4 | – | Sell |
-1,400
| Closed | -$66K | – | 7911 |
|
|
2016
Q3 | $66K | Sell |
1,400
-32,900
| -96% | -$1.47M | ﹤0.01% | 5293 |
|
|
2016
Q2 | $1.33M | Buy |
+34,300
| New | +$1.45M | ﹤0.01% | 3137 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$6K | – | 8682 |
|
|
2015
Q1 | $6K | Sell |
100
-300
| -75% | -$16.8K | ﹤0.01% | 8009 |
|
|
2014
Q4 | $23K | Buy |
+400
| New | +$21.8K | ﹤0.01% | 7441 |
|
Other funds holding LNC
BCP
UBS Group's LNC Position: Q2 2026 in Review
UBS Group reduced its Lincoln National (LNC) stake by 18% in Q2 2026, selling an estimated $9.46M and leaving 1,191,689 shares worth $42.1M. The position accounts for 0.01% of the portfolio, ranked #1921.
UBS Group first reported a position in LNC in Q4 2014 and has held it in 47 quarters since. The position peaked at $71.9M in Q1 2015. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- UBS Group held 1,191,689 shares of Lincoln National worth $42.1M as of Q2 2026.
- UBS Group sold 262,968 Lincoln National shares in Q2 2026, an estimated $9.46M.
- Lincoln National made up 0.01% of UBS Group's portfolio in Q2 2026, its #1921 holding.
- UBS Group first reported a position in Lincoln National in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Lincoln National position peaked at $71.9M in Q1 2015.
- 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.